United Parcel Service Inc
UPS- Exchange
- NYSE
- Industry
- Trucking & Courier Services (No Air)
- SEC CIK
- 0001090727
No open-market purchases or sales by United Parcel Service Inc insiders were filed in the last 90 days; 2,147 institutions reported holding it in 13F filings for Q2 2026, worth $57.3B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in United Parcel Service Inc as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,242
- +36 vs. Q4 2021
- Shares held
- 513.4M
- +9.33M (+1.9%) vs. Q4 2021
- Total value
- $110.0B
- +$2.03B (+1.9%) vs. Q4 2021
- New holders
- 157
- 1,002 more added
- Sold out
- 121
- 797 more reduced
29 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,147 | $57.3B |
| Q1 2026 | 2,120 | $49.4B |
| Q4 2025 | 2,125 | $50.2B |
| Q3 2025 | 1,950 | $39.4B |
| Q2 2025 | 2,116 | $50.4B |
| Q1 2025 | 2,202 | $55.4B |
| Q4 2024 | 2,293 | $64.8B |
| Q3 2024 | 2,169 | $69.9B |
| Q2 2024 | 2,182 | $71.0B |
| Q1 2024 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $110.0B |
| Q4 2021 | 2,235 | $108.2B |
| Q3 2021 | 1,984 | $91.7B |
| Q2 2021 | 2,018 | $104.6B |
| Q1 2021 | 1,966 | $84.2B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Plimoth Trust Co LLC | 20,703 | $4.44M | 1.18% | −3,785−15.5% | Reduced |
| Laurel Wealth Advisors LLC | 20,666 | $4.43M | 0.95% | −254−1.2% | Reduced |
| Old Point Trust & Financial Services N A | 20,663 | $4.43M | 1.81% | −102−0.5% | Reduced |
| Perkins Coie Trust Co | 20,624 | $4.42M | 1.37% | −236−1.1% | Reduced |
| Summitry LLC | 20,614 | $4.42M | 0.26% | −768−3.6% | Reduced |
| Inlet Private Wealth, LLC | 20,587 | $4.42M | 1.10% | +417+2.1% | Added |
| Roundview Capital LLC | 20,528 | $4.40M | 0.45% | +401+2.0% | Added |
| Capstone Investment Advisors, LLC | 20,507 | $4.40M | 0.10% | +19,835+2,951.6% | Added |
| Butensky & Cohen Financial Security, Inc | 20,402 | $4.38M | 1.54% | +130+0.6% | Added |
| Putnam Investments LLC | 20,324 | $4.36M | 0.01% | −20,919−50.7% | Reduced |
| Courier Capital LLC | 20,314 | $4.36M | 0.44% | −1,643−7.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 20,134 | $4.32M | 0.17% | +180+0.9% | Added |
| Strategic Advisors LLC | 20,044 | $4.30M | 0.75% | −2,491−11.1% | Reduced |
| Palisade Asset Management, LLC | 20,023 | $4.29M | 0.49% | +1,388+7.4% | Added |
| Boyar Asset Management Inc. | 20,016 | $4.29M | 2.76% | +628+3.2% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $4.29M | 0.94% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 19,975 | $4.28M | 0.05% | +2,000+11.1% | Added |
| Heritage Trust Co | 19,930 | $4.27M | 0.60% | +189+1.0% | Added |
| Brookstone Capital Management | 22,364 | $4.27M | 0.08% | +87+0.4% | Added |
| Stonnington Group, LLC | 22,351 | $4.26M | 1.02% | −1,650−6.9% | Reduced |
| Investment Management of Virginia LLC | 19,875 | $4.26M | 0.75% | −1,244−5.9% | Reduced |
| Interval Partners, LP | 19,737 | $4.23M | 0.32% | −16,203−45.1% | Reduced |
| Sumitomo Life Insurance Co | 19,629 | $4.21M | 0.10% | −291−1.5% | Reduced |
| Twin Lakes Capital Management, LLC | 19,621 | $4.21M | 2.37% | +158+0.8% | Added |
| South Dakota Investment Council | 19,588 | $4.20M | 0.08% | −9,957−33.7% | Reduced |
| Legacy Advisors, LLC | 19,529 | $4.19M | 0.81% | +14,517+289.6% | Added |
| Aigen Investment Management, LP | 19,519 | $4.19M | 0.72% | −8,790−31.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 19,406 | $4.16M | 0.60% | +1,900+10.9% | Added |
| Artemis Investment Management LLP | 19,350 | $4.14M | 0.03% | −20,267−51.2% | Reduced |
| Strategic Wealth Advisors Group, LLC | 19,889 | $4.14M | 0.16% | +2,630+15.2% | Added |
| Anderson Hoagland & Co | 19,116 | $4.10M | 0.53% | −148−0.8% | Reduced |
| Bank of the West | 19,114 | $4.10M | 0.42% | +2,587+15.7% | Added |
| Members Capital Advisors Inc | 19,097 | $4.10M | 2.63% | 00.0% | Unchanged |
| Vestcor Inc | 19,072 | $4.09M | 0.14% | +10,083+112.2% | Added |
| IronBridge Private Wealth, LLC | 19,016 | $4.08M | 2.52% | +19,016 | New |
| Lido Advisors, LLC | 18,980 | $4.07M | 0.08% | +419+2.3% | Added |
| Princeton Global Asset Management LLC | 18,895 | $4.05M | 1.13% | +5,006+36.0% | Added |
| Intersect Capital LLC | 18,864 | $4.05M | 0.78% | +168+0.9% | Added |
| Arden Trust Co | 18,822 | $4.04M | 0.79% | −494−2.6% | Reduced |
| McDonald Partners LLC | 18,814 | $4.04M | 0.88% | +18,814 | New |
| Acadian Asset Management LLC | 18,644 | $4.00M | 0.02% | +11,171+149.5% | Added |
| Marion Wealth Management | 18,548 | $3.98M | 1.94% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18,519 | $3.97M | 1.27% | −33−0.2% | Reduced |
| Stanley-Laman Group, Ltd. | 18,480 | $3.96M | 0.55% | +2,522+15.8% | Added |
| Millennium Capital Advisors, LLC | 18,443 | $3.96M | 3.19% | +115+0.6% | Added |
| Fortis Advisors, LLC | 18,432 | $3.95M | 2.17% | +50.0% | Added |
| NewSquare Capital LLC | 18,427 | $3.95M | 0.42% | +2,095+12.8% | Added |
| Cardinal Capital Management | 18,400 | $3.95M | 0.80% | +309+1.7% | Added |
| Marietta Wealth Management, LLC | 18,396 | $3.94M | 0.82% | +562+3.2% | Added |
| Snowden Capital Advisors LLC | 18,369 | $3.94M | 0.16% | +8,696+89.9% | Added |
| Jackson Wealth Management, LLC | 18,316 | $3.93M | 0.55% | −553−2.9% | Reduced |
| Parallel Advisors, LLC | 17,700 | $3.90M | 0.15% | +3,220+22.2% | Added |
| Ieq Capital, LLC | 18,100 | $3.88M | 0.09% | +6,047+50.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,671 | $3.88M | 0.05% | −3,639−16.3% | Reduced |
| Desjardins Global Asset Management Inc. | 17,967 | $3.85M | 0.34% | −3,067−14.6% | Reduced |
| Beech Hill Advisors, Inc. | 17,961 | $3.85M | 1.57% | −40−0.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 17,942 | $3.85M | 0.39% | −219−1.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 17,934 | $3.85M | 0.02% | −7,738−30.1% | Reduced |
| Motley Fool Wealth Management, LLC | 17,873 | $3.83M | 0.18% | −120−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,876 | $3.83M | 0.26% | +1,600+9.8% | Added |
| Cypress Asset Management Inc | 17,736 | $3.80M | 1.12% | −2,325−11.6% | Reduced |
| We Are One Seven, LLC | 17,698 | $3.80M | 0.41% | +335+1.9% | Added |
| Pure Financial Advisors, Inc. | 17,391 | $3.73M | 0.17% | +20.0% | Added |
| IFP Advisors, Inc | 30,584 | $3.71M | 0.05% | +18,889+161.5% | Added |
| Signature Wealth Management Group | 17,247 | $3.70M | 1.67% | +17,247 | New |
| PFG Advisors | 17,243 | $3.70M | 0.38% | +513+3.1% | Added |
| Oak Harbor Wealth Partners, LLC | 17,223 | $3.69M | 1.21% | −9−0.1% | Reduced |
| Verdence Capital Advisors LLC | 17,152 | $3.68M | 0.42% | +1,012+6.3% | Added |
| Pinkerton Retirement Specialists, LLC | 17,025 | $3.65M | 0.81% | +737+4.5% | Added |
| NEIRG Wealth Management, LLC | 16,962 | $3.64M | 0.71% | −907−5.1% | Reduced |
| Pavion Blue Capital, LLC | 16,926 | $3.63M | 2.13% | −307−1.8% | Reduced |
| Alta Capital Management LLC | 16,924 | $3.63M | 0.21% | +642+3.9% | Added |
| Miller Investment Management, LP | 16,859 | $3.62M | 0.57% | 00.0% | Unchanged |
| Assetmark, Inc | 16,842 | $3.61M | 0.02% | +12,273+268.6% | Added |
| Intrepid Capital Management Inc | 16,790 | $3.60M | 2.14% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 16,735 | $3.59M | 0.01% | +67+0.4% | Added |
| Ellsworth Advisors, LLC | 18,830 | $3.59M | 1.26% | +2,216+13.3% | Added |
| Monument Capital Management | 16,645 | $3.57M | 1.16% | −584−3.4% | Reduced |
| AlphaCrest Capital Management LLC | 16,603 | $3.56M | 0.20% | +2,250+15.7% | Added |
| Sunbelt Securities, Inc. | 16,027 | $3.53M | 0.65% | −6,059−27.4% | Reduced |
| Legacy CG, LLC | 16,311 | $3.50M | 2.27% | +189+1.2% | Added |
| DHJJ Financial Advisors, Ltd. | 16,905 | $3.49M | 1.68% | 00.0% | Unchanged |
| Searle & Co. | 16,250 | $3.48M | 1.29% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,243 | $3.48M | 2.22% | +372+2.3% | Added |
| South State Corp. | 16,205 | $3.48M | 0.28% | +176+1.1% | Added |
| Auxier Asset Management | 16,107 | $3.45M | 0.55% | −399−2.4% | Reduced |
| Radnor Capital Management, LLC | 15,930 | $3.42M | 0.86% | +320+2.0% | Added |
| Spire Wealth Management | 15,878 | $3.40M | 0.09% | −781−4.7% | Reduced |
| Sculati Wealth Management, LLC | 15,872 | $3.40M | 1.66% | +268+1.7% | Added |
| Canandaigua National Corp | 15,869 | $3.40M | 0.52% | −699−4.2% | Reduced |
| Silvercrest Asset Management Group LLC | 15,793 | $3.39M | 0.02% | −132−0.8% | Reduced |
| Harbour Investment Management LLC | 15,714 | $3.37M | 1.64% | −325−2.0% | Reduced |
| Two Sigma Securities, LLC | 15,670 | $3.36M | 0.47% | +15,670 | New |
| Rehmann Capital Advisory Group | 15,651 | $3.36M | 0.32% | +468+3.1% | Added |
| American Portfolios Advisors | 15,527 | $3.33M | 0.11% | +127+0.8% | Added |
| GSB Wealth Management, LLC | 15,433 | $3.31M | 0.97% | +1,917+14.2% | Added |
| Venture Visionary Partners LLC | 15,428 | $3.31M | 0.22% | +1,855+13.7% | Added |
| Zullo Investment Group, Inc. | 15,346 | $3.29M | 1.71% | +43+0.3% | Added |
| Wedbush Securities Inc | 15,339 | $3.29M | 0.15% | +652+4.4% | Added |
| Northcape Wealth Management, LLC | 15,337 | $3.29M | 0.96% | +287+1.9% | Added |